Aditya Birla Sun Life Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare

Link copied to clipboard!

tortoise-icon Sundaram Short Duration Fund Regular Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹7899 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 01 Jan 2013 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II NIFTY Short Duration Debt Index B-II
Turn Over % 78%
Expense Ratio 0.85 1.01
Manager Dwijendra Srivastava Dhaval Joshi
ISIN Code INF173K01BA3 INF209K01942
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.48% 0.47%
6 Month 4.16% 4.01%
1 Year 8.09% 8.03%
3 Year 5.96% 6.09%
5 Year 6.22% 6.56%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 8.24% 8.06%
3 Year 7.02% 7.08%
5 Year 6.3% 6.52%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7% 7.08%
3 Year 7.32% 7.57%
5 Year 7.82% 8.02%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 3.92% 0.99%
Sharp 0.5% 0.06%
Beta -0.1% 1.74%
Alpha 1.76% 3.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Name Dwijendra Srivastava Dhaval Joshi
Total AUM ₹14140 Cr ₹361932 Cr
Fund Manage 14 55
Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100.01

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 5.7
Sovereign - 32
Energy - 0.87
Construction - 9.09
Financial - 46.51
Services - 0.33
Communication - 5.51

Top Comparisons

Franklin India Multi - Asset Solution Fund of Funds- Growth Plan Franklin India Multi - Asset Solution Fund of Funds- Growth Plan

3Y Returns9.46%

VS

Nippon India Asset Allocator FoF - Regular Plan - Growth Option Nippon India Asset Allocator FoF - Regular Plan - Growth Option

3Y Returns16.65%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns16.74%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns22%

Compare Now

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns12.06%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns22%

Compare Now

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.28%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.26%

Compare Now
Request call back
Add to Cart Successfully